Client Portal

Category: Take Charge of your Finances

Financial Symmetry icon
Take Charge of your Finances

6 Times You Should Use a Credit Card Instead of a Debit Card

Take Charge of your Finances

What I Was Reminded of by Taking My Daughter on a Date

Take Charge of your Finances

Think You’re Ready to Buy Your First Home? Think Again…

Take Charge of your Finances

Determining Your Asset Allocation

Take Charge of your Finances

6 Shopping Mistakes to Avoid This Holiday Season

Take Charge of your Finances

2014 Year End Tax Tips

Take Charge of your Finances

Estate Planning: Til’ Death Do Us Part

Take Charge of your Finances

Is Your Pet Busting Your Budget?

Take Charge of your Finances

Chad Smith’s Latest Article in Money Magazine

Financial Symmetry icon
Take Charge of your Finances

6 Things to Consider Before Retirement

Take Charge of your Finances

Financial Goals: I Do’s and I Don’ts

Take Charge of your Finances

When Is a Plus 3.9% Return Really a Minus 7.7% Return?

How We See ItTake Charge of your Finances

Can You Help Me Rollover My Old 401(k)?

How We See ItTake Charge of your Finances

Why We Are Embracing Social Media

How We See ItTake Charge of your Finances

When Will the Federal Reserve Raise Interest Rates?

Take Charge of your Finances

Company Credit Cards

Take Charge of your Finances

10 Quick Money Tips for the Young Professional / Recent College Graduate

Take Charge of your Finances

Financial Planning’s Best Kept Secret!

Take Charge of your Finances

Why Do We Bother Setting Goals?

Take Charge of your Finances

Defending the 401k

Financial Symmetry icon

CLIENT CENTER

UPLOAD FILES

Pershing Account